BAU ADVISORS
SEC RegisteredAbout the firm
BAU Advisors is an asset management selection and allocation platform focused on credit, real estate, and cultural investment opportunities. The firm's credit investment advisory approach encompasses a broader spectrum reaching beyond real estate assets, mainly through direct lending, where opportunities arise from sustained and systematic constraints to bank lending.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management selection and allocation across specialty credit (asset-backed credit opportunities, both real estate and non-real estate related), real estate (thematic direct real estate investment opportunities across the capital structure via credit and equity instruments), and direct investments (strategic direct allocations with a select group of premier investment partners and market players across sectors), with a global opportunistic geographical focus on the US, Europe, and Latin America.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 11 | $286M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BAU ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched